+66.3%
IBIT vs SIRI
-40.4%
+106.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.1% |
| 7D | +1.1% | -3.9% | +5.0% | +1.5% |
| 30D | +22.2% | -0.8% | +23.1% | +22.3% |
| 3M | +26.0% | +4.3% | +21.7% | +25.4% |
| 6M | +13.2% | +34.1% | -20.9% | +10.2% |
| YTD | -10.8% | +47.3% | -58.1% | -14.3% |
| 1Y | -29.9% | +22.9% | -52.9% | -31.3% |
| All | +66.3% | -40.4% | +106.7% | +54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SIRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling